Padro Private Wealth of RBC Dominion Securities
Helping you towards financial piece of mind
About me
I am committed to bringing you financial peace of mind – in fact, it is at the core of my wealth management practice. Wealth needs proper stewardship to be maintained and to grow, my systematic, disciplined approach provides that navigation.
By building customized wealth management strategies for multi-generational families, business owners, and professionals, I help clients preserve, manage and transfer generational wealth today – and for future generations. I’m dedicated to building meaningful long-term relationships that help guide you and your family toward enduring wealth.
Our beliefs
· Wealth needs proper stewardship in order to be maintained and increased
· Every investor needs end-to-end financial planning
· Investing requires a systematic and disciplined approach
· Dividend growth companies provide the most sustainable real growth
What we do
· Bring Peace of Mind to your Financial Life
· Achieve your Financial Goals
· Maintain your purchasing power
· Minimizing Taxes
· Ensure efficient transfer of your wealth
How we do it
· Every client has a financial and estate plan
· Over 20 Services we can offer at RBC
· We work with 9 business partners
· Private Investment Management
· Over 25 years
Take the first step
Book a complementary no obligation meeting by phone, in person or virtually. Click below to schedule a time.
I look forward to meeting you and building a life long relationship.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.